Occidental Asset Management, LLC

Burlingame, CA

California

Registered In

07/03/2013

Incorp. Date

Foreign

Registration Type

Delaware

Foreign Jurisdiction

Company Summary

Occidental Asset Management, LLC at 301 California Dr STE 9, Burlingame, Ca 94010 lists Nathan Hatton Walsh of San Francisco, CA as the associate.

Nathan Hatton Walsh Individual Agent	331 ELSIE ST, SAN FRANCISCO, CA 94110
Nathan Hatton Walsh CEO	331 ELSIE ST, SAN FRANCISCO, CA 94110
Nathan Hatton Walsh Manager	331 ELSIE ST, SAN FRANCISCO, CA 94110

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301 CALIFORNIA DR STE 9, BURLINGAME, CA 94010 View Map

Form 5500

301 California Dr. #9, Burlingame, Ca 94010 (866) 520-4985 EIN:46-2763324 Plan Admin:Andrew Charles Cattano

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2022	Plan NameOCCIDENTAL ASSET MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY9 / 10 Assets BOY/EOY$690,877 / $752,864	2022	OCCIDENTAL ASSET MANAGEMENT, LLC 401(K) PLAN - Plan #001	9 / 10	$690,877 / $752,864
2021	Plan NameOCCIDENTAL ASSET MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY9 / 9 Assets BOY/EOY$153,181 / $690,877	2021	OCCIDENTAL ASSET MANAGEMENT, LLC 401(K) PLAN - Plan #001	9 / 9	$153,181 / $690,877
2020	Plan NameOCCIDENTAL ASSET MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY8 / 8 Assets BOY/EOY$45,552 / $153,181	2020	OCCIDENTAL ASSET MANAGEMENT, LLC 401(K) PLAN - Plan #001	8 / 8	$45,552 / $153,181
2019	Plan NameOCCIDENTAL ASSET MANAGEMENT, LLC 401(K) PLAN Plan #001 Participants BOY/EOY7 / 8 Assets BOY/EOY$0 / $45,552	2019	OCCIDENTAL ASSET MANAGEMENT, LLC 401(K) PLAN - Plan #001	7 / 8	$0 / $45,552

Benefit & Retirement Plans based on Form 5500.

Related Business Names:

Occidental Asset Management LLC Registered in Florida	Altamonte Springs, FL Burlingame, CA		View Report
Occidental Asset Management LLC Registered in Washington	Bellevue, WA Burlingame, CA		View Report

Address Match:301 California Dr Ste 9 Burlingame, CA

Occidental Capital LLC Registered in California	Burlingame, CA San Francisco, CA		View Report

Address Match:301 California Dr Burlingame, CA

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The following government agencies have contributed data:

California Secretary of State U.S. Department of Labor

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